All articles by Richard Agnew – Page 43
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Public AffairsT-Mobile rides cyberattack storm
Operator’s Q3 numbers indicate few customers ditched its services in wake of high-profile data breach in August 2021. Competitor exploitation of Sprint integration challenges highlighted as bigger issue, albeit one TMUS intends to make “short-lived”. TMUS highlights organisational and cultural changes in response to attack.
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PremiumVodafone New Zealand said to initiate tower spinout
Former Vodafone OpCo’s parents reported to have hired advisors to guide them through separation and monetisation. Move comes with regional tower market heating up. Both Spark and Vodafone NZ moot interest in infra-sharing.
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PremiumTelefónica Q3 FY21 Headlines: recovery gathers steam but jitters persist
Group describes results as “significant step towards economic and social recovery”. OBs put in a solid quarter, with Vivo and Telefónica Deutschland reporting gathering commercial momentum. First quarter for refashioned UK business. Telefónica Tech’s expansion still being significantly driven by M&A, obscuring ‘organic’ progress. Centralisation of Hispam progressing, and ...
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PremiumTelefónica Q3 FY21: Wary Group sticks to plan as recovery builds
Operator maintains rebound from pandemic with growth in earnings and revenue, and confirmation of guidance. All major OBs in growth and Hispam changes look to be having impact. Executives appear wary of conditions, with inflation and coronavirus lingering. Lid kept on capex as Group asserts discipline. Infra-Tech M&A frenzy ...
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M&AT-Systems sale speculation resurfaces
Reports in German media indicate DT could pare back ownership of — and exposure to — its long-challenged enterprise IT business. Suggestions point to a possible three-way deal in 2022.
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Partnerships & AlliancesSpaceMobile lines up 2022 trials with Vodacom
Chairman Abel Avellan says six-month interconnection and testing programme will follow launch of BlueWalker 3 prototype. Lift-off of giant spacecraft may see slight slippage. US startup adds more MNO partners to go-to-market ahead of 2023 debut.
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Financial & PerformanceVodafone: DT and Orange are ‘credible’ tower merger partners
Read confirms either of Vodafone’s big European rivals could end up being an ally as noise continues to increase around an “industrial merger” for Group’s Vantage Towers business.
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Network & InfraVantage states ‘clear interest’ in Cornerstone buyout
Vodafone’s European TowerCo eyes opportunities in Netherlands and UK as partners Liberty and Telefónica look to cash in on wireless infrastructure assets. Strategic tie-up between Vantage and another MNO TowerCo also remains a possibility.
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Network & InfraHöttges seeks to bring balance to future tower tie-up
Deutsche Telekom CEO seeks to lure tower partner with promise of hands-off approach to managing the business, allowing it to flourish “independently”. Picky operator unenthusiastic about approaches taken by rivals to tower extraction, including Vodafone’s Vantage Towers IPO earlier in the year.
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Financial & PerformanceAccenture taps into DT’s tech revamp with ERP takeover
DT CEO highlights “specific” outsourcing move as an example of Group’s progress and focus on cost reduction. Deal forms part of €100m–€200m IT value chain recalibration DT planning by FY24. Q3 results see DT continuing US-led growth, raising guidance on back of revenue and cash flow boost.
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Partnerships & AlliancesVodacom in talks over rural wireless alliance
Operator scoping out partners to share investment in thousands of extra sites across its sub-Saharan African footprint. Venture adds to wider technology and business model experimentation by Vodacom, to fund network expansion.
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M&AINWIT continues to fill M&A kitty
Growing Italian TowerCo building up a €1bn platform for deal-making at end of its latest strategic cycle, in FY23. Expansion plans could give co-parent Vodafone another runner in European TowerCo race, beyond main vehicle Vantage Towers.
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Partnerships & AlliancesVodafone ‘doubles up’ in Serbia
Group’s Partner Markets federation adds Telekom Srbija to its line-up. Deal, which comes amid an attempted revamp of Partner Markets, encroaches on territory already covered by Vodafone’s long relationship with A1 Telekom Austria.
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Network & InfraBT implements riskmethods to tackle supply chain issues
riskmethods’ management application delivers “multi-tier transparency”. Move forms part of a wider supply chain management refresh.
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PremiumDT heads down under for fibre mate
Australia’s IFM named as Gigabit investment partner following long period of speculation. Move adds to TDE CEO Gopalan’s box of tricks as he seeks to pragmatically accelerate the Group’s slow-building fibre deployment. Startup JV embedded with various protective measures for DT, such as balance sheet deconsolidation, and long-term/standalone strategic ...
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Financial & PerformanceTelefónica passes €1bn in shape shifting Tech push
Telefónica Tech division hitting €1bn in annualised revenue flagged as a highlight in Group’s Q3 results presentation. Growth business’s expansion still being significantly driven by M&A, obscuring ‘organic’ progress. Operator maintains rebound from pandemic with growth in earnings and revenue, and confirmation of guidance.
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Financial & PerformanceT-Mobile rides cyberattack storm
Operator’s Q3 numbers indicate few customers ditched its services in wake of high-profile data breach in August. Competitor exploitation of Sprint integration challenges highlighted as bigger issue, albeit one T-Mobile intends to make “short-lived”. T-Mobile highlights organisational and cultural changes in response to attack.
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Venturing & InvestmentsVivo transaction carries Telefónica Tech into Brazilian IoT space
Telefónica’s expansive growth areas division furthers its international ambitions by negotiating a tie-up with Vivo on IoT and analytics-based services. Deal mirrors an August transaction that gave Telefónica Tech an interest in Vivo’s cloud and security business.
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Financial & PerformanceTesco Mobile results: JV shines positive light on challenging period
Mixed bag for joint venture throughout UK lockdowns. “Highly competitive” twelve months sees operating profit rise 20%.
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OperationsRestructuring and legacy write-down hurt T-Systems UK
Deutsche Telekom’s UK enterprise IT unit records a loss on revenue slowdown. Figures also blunted by impairment of Managed Infrastructure unit.